odoo-crm-mcp 0.1.0

MCP server for Odoo CRM — AI-powered CRM management via Model Context Protocol

odoo-crm-mcp

An MCP (Model Context Protocol) server for Odoo CRM — giving any AI assistant full control over your CRM pipeline via a clean, well-documented tool interface.

Features

Category	Tools
Leads & Opportunities	List, search, create, update, delete, archive, convert lead→opportunity, win, lose, bulk update, move stage, assign salesperson
Pipeline Stages	List, create, update, delete, reorder stages
Sales Teams	List, create, update, add/remove members, get full team pipeline
Activities	List types, schedule, list (mine / on lead), mark done, cancel, reschedule
Chatter	Log internal notes, send messages, get message history
Contacts	Search, get, create, update contacts/companies, get contact opportunities
Tags	List, create, update, delete CRM tags
Analytics	Pipeline summary, won/lost analysis, salesperson performance, leads by source, overdue opportunities, revenue forecast, conversion funnel
Users	List salespersons, current user info, search users
Utility	ping — test connection and verify Odoo version

Quick Start

1. Install

# Using uvx (recommended — no install needed)
uvx odoo-crm-mcp

# Or install globally with pip
pip install odoo-crm-mcp

2. Configure

Create a .env file (or set environment variables):

ODOO_URL=https://your-company.odoo.com
ODOO_DATABASE=your-database-name
ODOO_USERNAME=[e-mail]
ODOO_PASSWORD=your-api-key-or-password

Tip: Use an Odoo API key as the password for better security. You can generate one in Odoo → Settings → Technical → API Keys.

3. Add to Claude Desktop

Add this to your claude_desktop_config.json:

{
  "mcpServers": {
    "odoo-crm": {
      "command": "uvx",
      "args": ["odoo-crm-mcp"],
      "env": {
        "ODOO_URL": "https://your-company.odoo.com",
        "ODOO_DATABASE": "your-database-name",
        "ODOO_USERNAME": "[e-mail]",
        "ODOO_PASSWORD": "your-api-key"
      }
    }
  }
}

Config file locations:

• macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
• Windows: %APPDATA%\Claude\claude_desktop_config.json
• Linux: ~/.config/claude/claude_desktop_config.json

4. Add to Claude Code (CLI)

claude mcp add odoo-crm \
  -e ODOO_URL=https://your-company.odoo.com \
  -e ODOO_DATABASE=your-database-name \
  -e ODOO_USERNAME=[e-mail] \
  -e ODOO_PASSWORD=your-api-key \
  -- uvx odoo-crm-mcp

Or add manually to .claude/mcp.json:

{
  "mcpServers": {
    "odoo-crm": {
      "command": "uvx",
      "args": ["odoo-crm-mcp"],
      "env": {
        "ODOO_URL": "https://your-company.odoo.com",
        "ODOO_DATABASE": "your-database-name",
        "ODOO_USERNAME": "[e-mail]",
        "ODOO_PASSWORD": "your-api-key"
      }
    }
  }
}

5. Other MCP clients (Cursor, Windsurf, Continue, etc.)

{
  "mcp": {
    "servers": {
      "odoo-crm": {
        "command": "uvx",
        "args": ["odoo-crm-mcp"],
        "env": {
          "ODOO_URL": "https://your-company.odoo.com",
          "ODOO_DATABASE": "your-database-name",
          "ODOO_USERNAME": "[e-mail]",
          "ODOO_PASSWORD": "your-api-key"
        }
      }
    }
  }
}

Example Prompts

Once connected, you can ask your AI assistant things like:

Show me all opportunities in the pipeline for the Sales Team with total expected revenue.

Create a new lead for Acme Corp, contact John Smith, email [e-mail], expected revenue $50,000.

Move opportunity #42 to the 'Negotiation' stage and schedule a follow-up call for next Monday.

Show me all overdue opportunities assigned to me.

What's our win rate this month vs last month?

List all leads that came in this week grouped by source.

Mark opportunity #15 as Won.

Who are the top performers by won revenue this quarter?

Show me the revenue forecast for the next 3 months.

Tool Reference

Leads & Opportunities

Tool	Description
list_leads	List leads/opportunities with filters (type, stage, team, salesperson)
search_leads	Full-text search across name, email, phone, contact
get_lead	Get full details of a single lead
create_lead	Create a new lead or opportunity
update_lead	Update any fields on a lead/opportunity
delete_lead	Permanently delete a lead
archive_lead	Soft-delete (archive) a lead
unarchive_lead	Restore an archived lead
mark_lead_won	Mark an opportunity as Won
mark_lead_lost	Mark an opportunity as Lost (with optional reason)
convert_lead_to_opportunity	Qualify a lead into an opportunity
move_lead_to_stage	Move a lead to a specific pipeline stage
assign_lead	Assign a lead to a salesperson and/or team
get_lost_reasons	Get available lost reason options
bulk_update_leads	Update multiple leads at once

Stages

Tool	Description
list_stages	List all pipeline stages
get_stage	Get details of a specific stage
create_stage	Create a new pipeline stage
update_stage	Modify a stage
delete_stage	Delete a stage (fails if leads exist in it)
reorder_stages	Reorder stages by setting sequence numbers

Sales Teams

Tool	Description
list_teams	List all sales teams
get_team	Get team details
create_team	Create a new team
update_team	Update team name/leader/members
add_team_member	Add a salesperson to a team
remove_team_member	Remove a salesperson from a team
get_team_pipeline	Get full pipeline view for a team

Activities & Chatter

Tool	Description
list_activity_types	List available activity types
schedule_activity	Schedule an activity on a lead
list_lead_activities	List activities for a specific lead
list_my_activities	List the current user's activities
mark_activity_done	Mark an activity as completed
cancel_activity	Cancel a scheduled activity
reschedule_activity	Change an activity's due date
log_note_on_lead	Add an internal note to a lead's chatter
send_message_on_lead	Send a message on a lead (notifies followers)
get_lead_messages	Get the chatter/message history of a lead

Contacts

Tool	Description
search_contacts	Search for contacts/companies
get_contact	Get full contact details
create_contact	Create a new contact or company
update_contact	Update contact fields
get_contact_opportunities	Get all CRM opportunities for a contact
list_countries	List all countries
list_states	List states/provinces for a country

Tags

Tool	Description
list_tags	List all CRM tags
create_tag	Create a new tag
update_tag	Update a tag
delete_tag	Delete a tag

Analytics & Reports

Tool	Description
get_pipeline_summary	Stage-by-stage pipeline overview with revenue totals
get_won_lost_analysis	Won vs lost comparison for a time period
get_salesperson_performance	Performance breakdown per salesperson
get_leads_by_source	Lead counts grouped by UTM source
get_overdue_opportunities	All opportunities past their deadline
get_pipeline_forecast	Revenue forecast by closing month
get_conversion_funnel	Leads → Opportunities → Won funnel rates
get_leads_created_this_week	New leads/opportunities in last 7 days

Users

Tool	Description
list_salespersons	List CRM users (optionally by team)
get_current_user	Get authenticated user's info
search_users	Search users by name or email

Development

# Clone the repo
git clone https://github.com/yourusername/odoo-crm-mcp
cd odoo-crm-mcp

# Install with dev extras
pip install -e ".[dev]"

# Copy and fill in your .env
cp .env.example .env

# Run the server in development mode
odoo-crm-mcp

# Run tests
pytest

Environment Variables

Variable	Required	Description
ODOO_URL	Yes	Base URL of your Odoo instance
ODOO_DATABASE	Yes	Database name
ODOO_USERNAME	Yes	Odoo user login (email)
ODOO_PASSWORD	Yes	Password or API key

Security Notes

• Use API keys instead of passwords where possible (Odoo ≥ 14). Generate in Settings → Technical → API Keys.
• The server only makes calls to your own Odoo instance — no data is sent to third parties.
• Run with a dedicated Odoo user with only the CRM permissions your use-case requires.

Compatibility

• Odoo 14, 15, 16, 17 (Community and Enterprise)
• Odoo.sh and self-hosted
• Python 3.10+

License

MIT — use freely in commercial and open-source projects.

Contributing

Issues and PRs are welcome! See CONTRIBUTING.md for guidelines.